Qualified Retirement Adviser (QRA) Education Program (Jun 2026) Online Registration Form
  • Institute of Financial Planners of Hong Kong
    香港財務策劃師學會
     
    Qualified Retirement Adviser (QRA) Education Program 
    核准退休顧問(QRA)教育課程
     
    Online Registration Form
    網上報名表格

  • Please read the general notes before completing the Registration Form.
    請在填表前注意表格的申請須知。

  • Section (A) 甲部 - Event Details 活動資料

  • Event Code 活動編號: QRA202606OT/ET
    Date 日期: Qualified Retirement Adviser (QRA) Education Program Timetable

    核准退休顧問(QRA)教育課程上課時間表
    Time 時間:
    Venue 地點:
    Registration Fee: Ordinary Track: $8,800 (including the exam fee)
      Exemption Track: $6,800(including the exam fee)
    報名費用: 一般途徑：$8,800(已包含考試費用)
      豁免途徑：$6,800(已包含考試費用)
    Application Deadline: - Ordinary Track: 22 May 2026 (Fri)
      - Exemption Track: 2 Jun 2026 (Tue)
      (Participant who enrolled for the program could register for the next immediate QRA Examination for free)
    截止報名日期: - 一般途徑: 2026年5月22日 (星期五)
      - 豁免途徑: 2026年6月2日 (星期二)
      (報讀本期課程學員，現連同即期QRA考試費用)

    *Mandatory field 必須填寫

  • Section (B) 乙部 - Personal Particulars 個人資料

  • Title/稱謂:
  • Employment Field 行業:

  • Entry Detail 報讀途徑:*

  • I Declare I have fulfilled the entry requirement prior to the enrollment of Exemption Track@

    本人謹此聲明，本人於報讀前已具備以下其中一項加入豁免途徑之條件@

    @ Please note that proof is NOT required at this stage. The relevant proof will be required when you submit the QRA Holder Application Form after you have completed the QRA Education Program and passed the QRA Examination.

    @ 申請者現階段無需提交證明文件。申請者完成QRA教育課程及通過QRA考試後，在遞交核准退休顧問(QRA)持有人申請 時必須提交上列選擇的相關證明。

  • *
  • *

  • Section (C) 丙部 - Referrer Particulars 介紹人資料

    (if applicable) / (如適用)
  • Are you invited to enroll in this Program by an IFPHK referrer (CFP certificant/AFP certificant/ QRA Holder/IFPHK Candidate)? 你是透過介紹人(CFP持證人/AFP持證人/ QRA持有人/IFPHK候證人)邀請參加本課程?

  • Section (C) 丙部 - "Learning Buddies” Special Offer "學習夥伴孖住報”特別優惠

    (if applicable) / (如適用)

  • Enroll QRA Education Program with a learning buddy in the same intake to receive special offer.
    學習夥伴二人一同報讀本季QRA教育課程，兩位均會獲增特別優惠。

     
  • Are you enrolling this program with a learning buddy? 你是否與學習夥伴一起報讀是次課程?

  • Section (D) 丁部 - QRA Examination 核准退休顧問(QRA)考試

  • Date: 2th Quarter 2026 (Exact Date, time and venue to be confirmed)
    日期: 2026年第二季(考試日期,時間及地點將於稍後公佈)
       
    Examination Fee 考試費用: 報名費已包含考試費用(The registration fee includes the examination fee)
       
    #The QRA program fee is all-inclusive, covering the examination fee to facilitate your qualification in one go. Upon course completion, you will simply need to submit the designated exam registration form. No additional payment is required and your exam seat is already secured. Exam registration details will be provided separately after your program enrollment is confirmed.
    #Please note: This inclusive arrangement applies only to participants who register for the QRA education program within the specified period and is valid solely for the immediate upcoming QRA Examination (Q2 2026). Should you choose to register for the exam separately at a later date, the standard examination fee of HK$1,500 will apply.
       
    QRA課程費用為全包價，已包含考試費，助您一站式獲得資質。完成課程後，您只需提交指定的考試報名表格即可報考，無需額外繳費。考試報名的具體安排將於確認您的課程報名後另行通知。
    請注意：此一站式安排僅適用於在指定期限內報名QRA教育課程的學員，且僅針對即屆QRA考試（2026年第二季）。如後續選擇單獨報考，考試費用將按原價港幣1,500元計算。

     

  • Section (E) 戌部 - Payment Methods and Details 付款方式與詳情

  • *

  • After confirming your personal particulars, you will be directed to our payment portal for credit card payment. When the payment process is completed, you will be directed back to our system for registration confirmation.
    在你核實你的個人資料後，你將會被轉移至付款網頁進行信用卡付款．付款流程完成後，系統便會展示登記完成的訊息．

  • 付款方式 Payment Method

    1.         劃線支票 By Cheque

    請提供抬頭為「IFPHK Ltd.」或「香港財務策劃師學會有限公司」的劃線支票。支票存入後，請於下方上傳收據。
    Please provide a crossed cheque made payable to "IFPHK Ltd." or "The Institute of Financial Planners of Hong Kong Limited." Once the cheque is deposited, kindly upload receipt below.


    2.         轉數快 By Faster Payment System (FPS)

    請轉賬至轉數快識別碼 (FPS ID)：116279845。請確保以您的全名作為付款備註，並於下方上傳收據。
    Please transfer to FPS ID: 116279845. Ensure your full name is used as the payment reference and kindly upload receipt below.


    3.         銀行匯款 / 電匯 By Bank Remittance/TT

    請轉賬至匯豐銀行（帳號：002-8-414118；Swift Code：HSBCHKHHHKH）。帳戶名稱為「The Institute of Financial Planners of Hong Kong Limited」。完成後，請於下方上傳收據。
    Please transfer to HSBC (A/C: 002-8-414118; Swift: HSBCHKHHHKH). The account name is "The Institute of Financial Planners of Hong Kong Limited." Once completed, kindly upload receipt below.
     

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